Front Line Systems

Sage 300 Support, Sage 300, HighJump Warehouse Edge Consultants

  • Home
  • ERP
    • Sage 300 ERP
    • Sage 300 (Accpac) Cloud ERP
    • Sage 300 Demo
    • Sage 300 Support
    • How Much Does Sage 300 Cost?
    • ERP Resources
      • Change Your Sage 300 Partner
      • Increase Your ROI on Sage 300
      • Get Your Sage 300 Year-End Guide
      • Ultimate Sage 300 Guide For Sage 300 Users
  • WMS
    • HighJump Warehouse Edge
    • Warehouse Efficiency Resources
      • 10 Ways a Warehouse Management System Will Increase Efficiency
      • How Does Warehouse Automation Improve Inventory Management?
      • How to Improve Warehouse Performance?
      • How to Increase Picking Speed In Your Warehouse?
      • Tribal Knowledge and Your Warehouse Efficiency
    • HighJump Data Sheets
  • Add-Ons
    • AP Automation
    • Business Intelligence Software
      • Anvizent Analytics
      • Sage Enterprise Intelligence
      • Solver BI 360
    • Credit Card Processing
    • Manufacturing Software
      • AutoSimply Manufacturing Software
      • MiSys Manufacturing Software
    • Other Add-Ons
      • Sage CRM Software
        • Sage CRM Demo
        • CRM Software Consulting
        • CRM Software: Discover How To Use Outbound Call Lists in Sage CRM
      • Document Management Software
      • EDI Software for Sage 300 ERP (Accpac)
      • Hotel Management Accounting Software
        • Hotel Accounting Software
      • Sage HRMS
      • PrintBoss Software
        • Video: PrintBoss Software for Sage 300
      • Projects for Sage 300
      • Avalara Sales Tax
      • Service and Maintenance for Sage 300 ERP
      • Web Stores for Sage 300 ERP
  • Contact Us
    • Contact Us
    • Sage 300 ERP Consultants (formerly Sage Accpac) | HighJump WMS Consultants
    • Meet the Front Line Systems Team
    • HighJump Warehouse Edge Client Testimonials
    • What Our Sage 300 Customers Are Saying
  • Visit Our Blog
You are here: Home / Training Videos / Adding and Managing Notes in Sage 300 2017

Adding and Managing Notes in Sage 300 2017

What’s New in Sage 300 2017? Adding and Managing Notes

Date Added: March 31, 2017 | Software Used: Sage 300 2017 | Duration 3:43

Video Transcript for What’s New in Sage 300 2017?: Adding and Managing Notes

Welcome to a quick view of what’s new in Sage 300 2017 brought to you by Front Line Systems, a Sage partner. Today we are going to take a look at adding and managing notes. You use the notes screen to add and manage notes for customers, vendors and inventory items. On the Sage 300 Desktop toolbar click notes. You can filter the list of notes displayed on the Notes screen by selecting customers, vendors or inventory items. You can also change the status from active, expired, future or dismissed notes.

To add, edit or delete notes your user must be assigned to a security group with permission to maintain notes, otherwise you can only view, dismiss or restore notes. To add a note, click the create new button on the notes screen. Enter the note content in the text editor. A note can be assigned to only one record, either a customer, a vendor or inventory item.

To assign this note to a specific vendor, use the Finder and select the vendor as desired. Select active on specific dates to make the note active during a specific period of time. After you select this option, specify the dates when note will be active, in the active from and active to fields. The ‘cannot be dismissed checkbox’ is selected by default. Clear this option if you want users to be able to dismiss this note. If a user dismisses the note, that user will not see the note again, unless they open the notes screen and restore the note by clicking restore.

At this time to create the note, click save. After saving the note, you can create another note immediately by clicking Create New on the create note screen.

For more information about What’s New in Sage 300 2017, please contact Front Line Systems at 866-435-0243 (option #2).

Contact Front Line Systems | Back to Ultimate Sage 300 Guide | Back to Training Videos | Back to Home |

Get Answers to Your Accounting, Manufacturing and Warehouse Problems. Contact Us Here.

Fill out my online form.

Sign Up For Our Sage 300 Tips & Tricks Newsletter

Register Below

* indicates required

Search For:

Read Our Latest Blog Posts

  • Sage 300 version 2022 product update 2 – What’s new?
  • What’s New in Sage 300 version 2022 – Product Update 1

Why Front Line Systems?

We believe that your business has an amazing capacity for innovation and growth and that technology can help get you there. Front Line Systems is a technology partner that believes in solving problems and creating solutions for the life of your business.   Learn More

Quick Links

Sage 300 Success Stories
Sage CRM Software
Hotel Software
Manufacturing Software
Meet the Front Line Systems Team
Warehouse Management Software (WMS)
Privacy Policy
Blog
Sitemap

Partnerships

Korber Partner

Sage Business Partner

Contact Us

Front Line Systems, Inc. is a Sage 300 and HighJump Warehouse Edge (a Körber product) partner. We are headquartered in Minneapolis, MN and have offices in Virginia and Washington DC. We serve clients across the United States. If you need Sage 300 support or would like a new warehouse management system don't hesitate to contact our team today.

Front Line Systems, Inc.
Phone: (866) 435-0243

Copyright © 2025 Front Line Systems, Inc.

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.Ok